LMBS icon

First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS

Overview Fund Activity

308 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 88 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.67%
New
26
Increased
161
Reduced
88
Closed
19
Calls
–
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$784M
2
LPL Financial
2
LPL Financial
California
$210M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$103M
4
Wells Fargo
4
Wells Fargo
California
$358M
5
UBS Group
5
UBS Group
Switzerland
$202M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$108M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$27.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$11.3M
5
AWA
5
ARQ Wealth Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$20.6M +$20.6M +397,749 New
AIM
27
Astor Investment Management
Illinois
$19.8M -$3M -58,032 -13%
AFA
28
American Financial Advisors
Georgia
$19.5M -$559K -10,821 -3%
AP
29
Agilis Partners
Massachusetts
$18.7M +$18.7M +361,290 New
GHA
30
GW Henssler & Associates
Georgia
$18.5M +$18.5M +357,414 New
SPIA
31
Steward Partners Investment Advisory
New York
$16.6M +$5.23M +101,102 +46%
6M
32
6 Meridian
Kansas
$16.1M +$1.05M +20,231 +7%
BFG
33
Barber Financial Group
Kansas
$15.9M -$483K -9,353 -3%
William Blair & Company
34
William Blair & Company
Illinois
$15.7M +$15.6M +301,000 +11,014%
3AM
35
3D Asset Management
Connecticut
$15.3M -$1.16M -22,468 -7%
TCM
36
TD Capital Management
Tennessee
$15.1M -$453K -8,773 -3%
PAG
37
Private Advisor Group
New Jersey
$14.9M +$3.98M +77,027 +36%
FAAS
38
First Allied Advisory Services
California
$14.8M -$5.32K -103 -0%
FAM
39
Flaharty Asset Management
Florida
$14.5M -$1.36M -26,226 -9%
IA
40
IFP Advisors
Florida
$14.1M -$5.85M -113,419 -29%
CAG
41
Csenge Advisory Group
Florida
$13.1M +$2.26M +43,737 +21%
TPW
42
TL Private Wealth
Texas
$12.7M +$1.56M +30,133 +14%
LFAS
43
Level Four Advisory Services
Texas
$12.5M +$1.24M +24,079 +11%
DWM
44
Darwin Wealth Management
Florida
$12.4M +$6.79M +131,484 +121%
CCM
45
Condor Capital Management
New Jersey
$12.1M +$347K +6,723 +3%
HighTower Advisors
46
HighTower Advisors
Illinois
$12.1M +$1.47M +28,364 +14%
LBD
47
Landsberg Bennett & Dubbaneh
Florida
$12.1M +$1.14M +22,040 +10%
WCFA
48
Walkner Condon Financial Advisors
Wisconsin
$12M -$470K -9,103 -4%
MML Investors Services
49
MML Investors Services
Massachusetts
$11.3M -$11.1M -214,919 -50%
BFG
50
Beacon Financial Group
Texas
$11.3M -$49K -948 -0.4%
1
2
3 4 5